See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,724 | $71,883-39.2% | $86,677-49.6% | $68,494-36.2% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.8pp | 67.9%+25.4pp |
| Annual return | -14.71% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,557 | $2,173-28.3% | $2,836-45.1% | $2,596-40.0% |
| Participant deferral / active EE | $2,560 | $3,779-32.3% | $4,656-45.0% | $4,027-36.4% |
| Admin fee / account holder | $576 | $6,112-90.6% | $7,493-92.3% | $5,403-89.3% |